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Disclosery

HERITAGE INVESTORS MANAGEMENT CORP: SOLS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HERITAGE INVESTORS MANAGEMENT CORP on SOLS, newest first. How the timeline and the estimate are built.

HERITAGE INVESTORS MANAGEMENT CORP held 9,717 SOLS shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,717 shares
    Change vs previous 13F -1,949 shares

    0.02% of the 13F portfolio, value $861,000.

    13F-HR 0000937589-26-000003 filed by HERITAGE INVESTORS MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,666 shares
    Change vs previous 13F -2,950 shares

    0.03% of the 13F portfolio, value $888,000.

    13F-HR 0000937589-26-000002 filed by HERITAGE INVESTORS MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,616 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $710,000.

    13F-HR 0000937589-26-000001 filed by HERITAGE INVESTORS MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).